• Klient PSA

    Klient PSA integrates with Sage Intacct to drive success for your service business

  • Klient PSA for Sage Intacct combines project management, resource planning, time & expense, and project billing with Sage Intacct’s market financial management & accounting solution. The Klient PSA for Sage Intacct integration provides synchronization of data and processes including project and tasks, resource management, billing and cost rates, time and expense, billing and invoicing and more, with complete support for multi-company and multi-currency environments, including auditing of all transactions.

    Key Benefits:
    Klient's Sage Intacct integration makes it possible for organizations to automatically sync project information between the two applications. Manage projects in Klient PSA and perform accounting functions in Sage Intacct without having to import/export or manually enter data twice.

    There are many benefits of integrating Klient PSA with Sage Intacct, including:

    • Improve accuracy of revenue forecasts.
    • Learn which projects can accelerate revenue.
    • Save time on manual data entry.
    • Improved communication between project delivery teams, accounting, and clients.
    • Supply accounting with visibility into when projects are created.
    • Allow delivery teams to see when invoices are paid.

    System Requirements:
    To enable the integration, Sage Intacct users are NOT required to purchase: Sage Intacct Web Service License - Developer

    $49/user/month* (billed annually)

    Integration Approved Countries:
    United States;


    The PSA Solution for Improved Customer Experiences

    Klient PSA is the customer-centric PSA developed to build long-term customer relationships through improved customer experiences and better services delivery.

    Klient delivers a complete professional services automation suite from services proposals and CPQ, project management, collaboration, time & expense, to resource management, billing, and revenue recognition all on one platform.

    Klient delivers the industry cloud for professional services, helping companies transform service delivery and client with the Professional Services Automation (PSA) solution built 100% native on Salesforce

    Phone: (844) 438-5769
    Website: https://klient.com/
    Year Founded: 2014
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